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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,771 | $76,551+110.0% | $123,894+29.8% | $62,881+155.7% |
| Participation rate | 88.5% | 73.0%+15.5pp | 81.4%+7.1pp | 69.3%+19.2pp |
| Annual return | 8.19% | 18.68%-10.5pp | 47.52%-39.3pp | 20.14%-12.0pp |
| Employer contribution / active EE | $2,594 | $2,882-10.0% | $4,617-43.8% | $2,281+13.7% |
| Participant deferral / active EE | $4,814 | $4,840-0.5% | $5,984-19.6% | $3,203+50.3% |
| Admin fee / account holder | $2,324 | $4,826-51.8% | $8,357-72.2% | $4,296-45.9% |